HBKS Wealth Advisors

Wealth Management Firm in Erie, PA

Firm Info
Address: 235 W 6th St, Erie, PA 16507, USA
Phone: (814) 459-1116

Firm Size
Assets Under Management: $5.3 billion
# of Advisors: 65
# of Clients: 14,644
Client to Advisor Ratio: 225:1
Average Account Size: $364,732
# of Offices: 1

Services Offered
  • Financial Planning
  • Portfolio Management for Individuals & Small Businesses
  • Portfolio Management for Businesses or Institutional Clients
  • Pension Consulting Services
  • Selection of Others Advisors
  • Publication of Periodicals or Newsletters

Types of Clients
  • Individuals (Not High Net Worth)
  • Individuals High Net Worth

    *>=750k in Investable Assets or >=1.5m of Estimated Total Net Worth

  • Corporations or Other Businesses Not Listed Above

Available Fee Structures
  • Percentage of Assets Under Management (AUM)
  • Hourly
  • Fixed Fees (Other than subscription)

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Hbks Wealth Advisors Overview

HBKS Wealth Advisors is a fee-based registered investment advisory firm that has been in business since 2001. Their headquarters are located in Erie, PA. As an investment advice only firm, they offer a range of services including financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutional clients, pension consulting services, and selection of other advisors. Customers looking for financial planning or investment management solutions can trust HBKS Wealth Advisors to provide them with the expertise to help them achieve their goals. They offer portfolio management solutions for individuals as well as businesses or institutional clients. With pension consulting services, customers can receive guidance on how to navigate complex regulatory frameworks affecting their retirement plans. In addition to their comprehensive advisory services, HBKS Wealth Advisors also publish periodicals and newsletters. These publications are an excellent resource for customers to learn more about investment management and financial planning strategies. With over two decades of experience and a team of seasoned professionals, HBKS Wealth Advisors is committed to providing customers with the guidance they need to make sound financial decisions.

HBKS Wealth Advisors caters to a diverse pool of clients, ranging from individuals to high net worth individuals, as well as other corporation types not listed. The firm has built a reputation for providing comprehensive wealth management solutions to clients with varying financial needs and objectives. Whether one is looking to grow and protect their wealth, plan for retirement, or execute an estate strategy, HBKS Wealth Advisors has the expertise, tools, and resources to help them achieve their goals. The fee structures at HBKS Wealth Advisors vary depending on the specific service provided. Clients can choose from a percentage of assets under management (AUM) model, where they pay a fixed percentage of their portfolio value as a management fee. This fee is based on the level of assets managed by the firm and reflects the value delivered by the advisor's investment recommendations and strategies. Alternatively, for certain types of services, clients may opt for an hourly rate or a fixed fee. These options provide greater flexibility and transparency, allowing clients to better align costs with the services they need. Overall, HBKS Wealth Advisors offers a range of fee structures to suit the unique needs and preferences of each of their clients.

Typical Clients, Fee Structures & Investment Minimum

According to HBKS Wealth Advisors' Part 2 Brochure, there is no mention of an investment minimum.

How This Office Can Help Erie, PA Residents

HBKS Wealth Advisors is committed to helping clients in Erie, PA navigate a range of specific financial situations. Many people in the area face challenges related to retirement planning, managing inherited wealth, and investing for long-term growth. The team at HBKS can provide guidance and support through these complex financial issues, helping clients to develop tailored strategies that address their unique goals and priorities. For retirees in Erie, managing income streams and navigating tax laws can be difficult. HBKS can assist with developing a comprehensive retirement plan that takes into account the client's income needs, spending habits, and future goals. For those who have inherited wealth, the team can provide guidance on how to manage the assets in a tax-efficient way while also preserving the family legacy. Finally, for those looking to grow their wealth over time, HBKS can provide investment advice and help craft diversified portfolios that reflect each client's risk tolerance and financial goals. By working closely with each client, HBKS is able to provide expert guidance and support as they navigate complex financial issues and build lasting wealth.

To view the Minimum Investment and Fee Schedule for Hbks Wealth Advisors, visit their Part 2 Brochure.

Services Offered by Hbks Wealth Advisors

Core Advisor Services
Financial Planning

Financial planning services encompass the process of devising strategies for your future financial well-being, including preparing for events such as retirement, funding your child's college education, or planning for the transfer of assets.

Portfolio Management for Individuals & Small Businesses

Portfolio management entails the careful selection and strategic management of investment combinations tailored to meet the needs of individuals and small businesses.

Market Timing Services

Market timing services involve the endeavor to generate short-term profits from investments by capitalizing on opportunities to buy at low prices and sell at high prices.

Other Services
Selection of Other Advisors

The firm provides support in selecting and engaging other advisors who possess specialized expertise to complement your financial needs.

Publication of Periodicals or Newsletters

The firm engages in the dissemination of diverse financial educational materials through the publication of periodicals.

Educational Seminars & Workshops

The firm organizes and conducts seminars or workshops aimed at enlightening investors on various financial concepts.


Fee Structures

Financial advisory fees usually are based on the services provided. Fee types charged by Hbks Wealth Advisors most likely consist of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.

Available
Percentage of Assets Under Management (AUM)
Hourly
Fixed Fees (Other than subscription)
Unavailable
Subscription (Newsletter or Periodical)
Commissions
Performance-based Fees
Other

Types of Clients

*The Securities & Exchange Commission defines someone as “high net worth” if they have $750,000 or more in investable assets or $1.5M of estimated total net worth.


This Office Location

Firm location 235 W 6th St, Erie, PA 16507, USA
Phone (814) 459-1116
Directions
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Other Office Locations

Firm Headquarters
Firm headquarters location ZUCK ROAD OFFICE PARK, 5121 ZUCK ROAD, ERIE, PA 16506, United States

This firm has no other locations.

State Registrations

Hbks Wealth Advisors is registered to service clients in the following states:

  • Arizona
  • California
  • Colorado
  • Delaware
  • Florida
  • Georgia
  • Illinois
  • Indiana
  • Kentucky
  • Louisiana
  • Maine
  • Maryland
  • Massachusetts
  • Michigan
  • Nebraska
  • New Hampshire
  • New Jersey
  • New Mexico
  • New York
  • North Carolina
  • Ohio
  • Oregon
  • Pennsylvania
  • South Carolina
  • Tennessee
  • Texas
  • Vermont
  • Virginia
  • Washington

Disciplinary History

Hbks Wealth Advisors does not have any disclosures. Please visit it's Form ADV for more details.